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1,307 hedge funds and large institutions have $39.4B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 539 increasing their positions, 354 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more funds holding in top 10

Funds holding in top 10: 2357 (+34)

134% more first-time investments, than exits

New positions opened: 302 | Existing positions closed: 129

80% more capital invested

Capital invested by funds: $21.8B → $39.4B (+$17.6B)

52% more repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 354

26% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $3.5B

14% more funds holding

Funds holding: 1,1461,307 (+161)

1.5% more ownership

Funds ownership: 79.07%80.57% (+1.5%)

Holders
1,307
Holders Change
+161
Holders Change %
+14.05%
% of All Funds
17.21%
Holding in Top 10
57
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+147.83%
% of All Funds
0.75%
New
302
Increased
539
Reduced
354
Closed
129
Calls
$4.4B
Puts
$3.5B
Net Calls
+$901M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1051
Gitterman Wealth Management
New Jersey
$249K +$188K +1,938 New
RFA
1052
Register Financial Advisors
Georgia
$247K +$187K +1,920 New
AG
1053
AIA Group
Hong Kong
$246K -$101K -1,039 -35%
CGL
1054
Clarius Group LLC
Washington
$246K +$186K +1,915 New
PSFG
1055
Park Square Financial Group
Georgia
$245K +$32.8K +337 +21%
AA
1056
Alta Advisers
United Kingdom
$239K +$181K +1,863 New
FCM
1057
Fourpath Capital Management
Oklahoma
$235K +$178K +1,832 New
CFD
1058
Creative Financial Designs
Indiana
$232K +$16K +165 +10%
DWT
1059
Dorsey & Whitney Trust
South Dakota
$230K +$174K +1,794 New
GSEP
1060
Golden State Equity Partners
California
$230K +$174K +1,790 New
NEWAS
1061
N.E.W. Advisory Services
Wisconsin
$229K -$566K -5,816 -77%
WC
1062
Westhampton Capital
North Carolina
$229K +$174K +1,785 New
GS
1063
GWN Securities
Florida
$229K -$397K -4,080 -70%
HCM
1064
Howard Capital Management
Georgia
$229K +$173K +1,783 New
HSA
1065
HBK Sorce Advisory
Pennsylvania
$228K +$173K +1,776 New
NP
1066
NorthRock Partners
Minnesota
$227K +$172K +1,768 New
MW
1067
MBL Wealth
North Carolina
$227K +$172K +1,767 New
GLA
1068
Good Life Advisors
Pennsylvania
$227K +$172K +1,765 New
WIC
1069
Woodmont Investment Counsel
Tennessee
$225K +$170K +1,749 New
RIL
1070
Rothschild Investment LLC
Illinois
$224K +$1.17K +12 +0.7%
CWA
1071
Cura Wealth Advisors
Illinois
$223K +$169K +1,740 New
OBWG
1072
Onyx Bridge Wealth Group
New York
$222K +$168K +1,727 New
SIM
1073
Seaview Investment Managers
Florida
$222K +$168K +1,726 New
MFG
1074
Menard Financial Group
Texas
$221K +$168K +1,724 New
TSS
1075
Two Sigma Securities
New York
$221K -$199K -2,050 -54%

VRT Hedge Fund Activity: Q2 2025 in Review

1,307 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q2 2025, worth a combined $39.4B — up 80% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 302 funds opened new VRT positions and 129 closed out — a net gain of 173 holders — while 539 added to existing stakes and 354 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $348M. The largest seller was Amundi, cutting an estimated $523M.

  • 1,307 institutional investors held Vertiv (VRT) as of Q2 2025, up from 1,146 in Q1 2025.
  • Funds reported $39.4B of Vertiv stock for Q2 2025, up 80% quarter-over-quarter.
  • 302 funds opened new Vertiv positions in Q2 2025 and 129 closed out, a net change of +173 holders.
  • The largest Vertiv buyer in Q2 2025 was Winslow Capital Management, an estimated $348M added.
  • The largest Vertiv seller in Q2 2025 was Amundi, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2025.